Steward Partners Investment Advisory’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Steward Partners Investment Advisory’s Portfolio GARP Stock Details GARP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-500	Closed	-$34K	–	4586
2025 Q4	$34K	Sell	500 -9,530	-95%	-$642K	﹤0.01%	2882
2025 Q3	$658K	Buy	10,030 +7,039	+235%	+$440K	﹤0.01%	1245
2025 Q2	$181K	Buy	2,991 +2,091	+232%	+$114K	﹤0.01%	1807
2025 Q1	$45.9K	Buy	+900	New	+$50.3K	﹤0.01%	2432

Other funds holding GARP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Steward Partners Investment Advisory's GARP Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q1 2026, closing a stake of 500 shares — an estimated $34K sold.

Steward Partners Investment Advisory first reported a position in GARP in Q1 2025 and held it in 4 quarters. The position peaked at $658K in Q3 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

Steward Partners Investment Advisory reported no remaining iShares MSCI USA Quality GARP ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 500 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $34K.
Steward Partners Investment Advisory first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and held it in 4 quarters.
Steward Partners Investment Advisory's iShares MSCI USA Quality GARP ETF position peaked at $658K in Q3 2025.
139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.